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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,490 | $56,287-10.3% | $80,977-37.6% | $62,881-19.7% |
| Participation rate | 54.5% | 68.9%-14.4pp | 75.8%-21.3pp | 69.3%-14.8pp |
| Annual return | 11.82% | 22.13%-10.3pp | 17.11%-5.3pp | 20.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,883 | $4,196+64.1% | $5,696+20.8% | $3,203+114.9% |
| Admin fee / account holder | $10,805 | $3,742+188.8% | $5,517+95.9% | $4,296+151.5% |